Semiconductors and Hardware
Memory chips
HBM, DRAM, NAND, the memory cycle
- Episodes
- 27
- Share
- 2.7%
- Shows
- 25
- Net sentiment
- +0.15
Up from 2.5% of episodes in the weeks before; net sentiment was +0.51.
Bullish 12Mixed 6Neutral 1Bearish 8
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 12
- Memory has become a valuable industry and AI workloads may finally drive a breakthrough in new memory architectures.Chips, Memory, and Power | Pat Gelsinger · The a16z Show · Oct 9
- Samsung's record quarterly profit reflects memory scarcity and strong pricing, though cycle durability is uncertain.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Memory oligopoly of three players with strong cash flows, though sustainability is uncertain.Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1 · Chai with Pabrai · Oct 5
- Memory supply is very tight, with HBM consuming wafer capacity and new fab capacity taking years to arrive.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- Micron posted record margins and guidance, with supply constrained into 2027 and 2028.The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price · The Six Five with Patrick Moorhead and Daniel Newman · Oct 5
- Memory demand is expected to grow dramatically, supporting Western Digital, Samsung, SK Hynix and Micron.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
Show 6 moreShow fewer
- Micron record results, sold-out capacity and expanding strategic partners point to continued upside.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
- Micron cited as cheap on single-digit P/E with large free cash flow and a likely buyback.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- Longer-term AI customer agreements and prepayments may lengthen the memory cycle and provide a demand floor.Emerging Markets: Is AI Compute Demand Durable? | EP 229 · Art of Boring · Oct 5
- Micron's AI memory demand and buybacks argue for a much higher multiple than its six times earnings.11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26 · Squawk on the Street · Oct 8
- Memory supply expected to lag demand into 2028, supporting Micron and DRAM names.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- Storage demand from AI is booming, lifting data storage providers.Mad Money w/ Jim Cramer 10/8/26 · Mad Money w/ Jim Cramer · Oct 8
Bearish 8
- AI data centers absorb memory supply, raising costs and shrinking smartphone volumes, especially in low-end segments.Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal) · The Rundown · Oct 5
- Flash memory displaced hard drives in consumer devices, shrinking that market and discouraging new capacity.Supply Chains & Mother Nature: When Thai Floods Hit HDDs · Supply Chained · Oct 6
- Host says memory stocks peaked in June and the cycle is showing deceleration signs.Stocks, Gold & Bitcoin Could Rally. Did OpenAI Light the Fuse? · The Market Notebook | Market analysis with Nico de Bony · Oct 11
- Micron's record margins may be cyclical; analysts forecast sharp revenue decline by 2029, suggesting a glut ahead.Episode 27: Brian Stoffel on Antifragile Portfolios in a Chaotic World · Shooting the Bull With Drowsy and Bear · Oct 11
- Rising memory costs and shortages could delay Nvidia's Rubin chip ramp and pressure margins.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
- Hard drive makers face pricing pressure and a possible regulatory hurdle over a magnetic head supplier deal.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
Show 2 moreShow fewer
- RAM prices have spiked, raising hardware costs for consumers and small buyers.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Audio) · Oct 5
- Hosts noted sharp RAM and GPU price increases, with consumer hardware costs rising for buyers.TWiT 1104: Real Gs Move in Silence Like Lasagna - An AI Data Center in Space? · This Week in Tech (Video) · Oct 5
Mixed 6
- Hosts see a higher memory floor but debate whether a future cyclical crash and margin compression will come.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- Record pricing and margins, but hosts warn the cycle could turn and the stock may already price in peak earnings.Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle · The Canadian Investor · Oct 8
- Near-term orders and earnings look very strong, but multi-year demand visibility is limited.Thursday - October 8, 2026 · The Dividend Cafe · Oct 8
- Micron's strong results and buyback plans are bullish, but the stock has lagged despite the earnings.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Samsung profits surged on memory chips yet its stock fell, showing mixed investor reaction.Anthropic Just Banned Being Cruel to Claude · ASI pill · Oct 10
- Memory supply is a shifting bottleneck that is hard to forecast years out.Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
Around it
Companies named
- Micron 14
- Samsung 8
- SK Hynix 7
- Nvidia 4
- Western Digital4
- Apple 1
Shows that covered it most
- The Rundown2
- The a16z Show2
- Art of Boring1
- Chai with Pabrai1
- Sozzi Unleashed1
- The Circuit1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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